
Before you write the proposal, check whether the opportunity fits.
Does the funder support your country and programme? Is your organisation eligible? Does your proposed request fit the funding range, and is there a valid route to apply?
A structured process for answering those questions with documented evidence.
1. Donor Prospecting, Research & Alignment Handbook (PDF)
Find prospects, verify sources, research U.S. foundations through Form 990-PF, check eligibility, assess alignment and organise your pipeline. Includes a fictional worked example.
2. Donor Prospecting Workbook (PDF)
11 tools: Organisation Snapshot; Start in 45 Minutes; Prospect Research Record; U.S. Form 990-PF Research Worksheet; Eligibility and Alignment Scorecard; Pre-Application Checklist; Prospect Pipeline Tracker; Cultivation and Outreach Log; Research Source Directory; Thirty-Day Prospecting Plan; Mistakes and Weekly Review Checklist.
3. Editable Donor Prospecting Workbook (Word)
Complete it digitally, adapt the fields and duplicate records.
Use it to separate eligibility from alignment, record sources, assess fit, and make a documented Proceed, Hold or Kill / Archive decision.
For NGO leaders, fundraisers, programme teams and grant consultants researching U.S. foundations and global institutional funding.
Self-guided research toolkit. No verified donor shortlist, personalised research or guaranteed funding.
Get the toolkit and start assessing your next prospect with evidence.